Jun. 21 at 3:10 AM
$RUN (Sunrun)
Residential solar isn’t just about saving on bills anymore. As power demand from AI + data centers explodes, distributed energy becomes more valuable. Homes with solar + battery = micro power hubs. If grid strain increases, companies like RUN quietly become more important. Undervalued angle most aren’t watching.
$VNT (Vontier Corporation)
Not a flashy AI name, but they sit in the backbone of mobility + infrastructure tech. Think energy systems, fueling, smart transportation. As everything becomes more electrified + connected to support AI-driven logistics and smart cities, VNT benefits from that underlying shift. Picks and shovels play.
The trade most people miss:
AI isn’t just software… it’s an energy + infrastructure boom.
While everyone fights over NVDA scraps, the asymmetric swings might be in names like these.
Power demand goes up → infrastructure follows → money rotates.
Don’t just chase AI… follow what it needs to survive.
